+72.2%
NSC vs NVDX
+815.5%
-743.4%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.4% |
| 7D | -2.0% | -0.9% | -1.2% | -2.0% |
| 30D | -3.2% | +3.0% | -6.2% | -3.3% |
| 3M | +3.9% | +6.8% | -2.8% | +3.5% |
| 6M | +7.8% | +28.6% | -20.8% | +6.4% |
| YTD | +13.4% | +17.0% | -3.6% | +12.1% |
| 1Y | +20.3% | +27.0% | -6.7% | +18.3% |
| All | +72.2% | +815.5% | -743.4% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling